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Positive market outlook regardless of prime minister Abe’s resignation
Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.
Monthly Fund Commentary
The road to recovery in Japan
Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.
Monthly Fund Commentary
The Fed saves jobs, but personal woes continue
Eric Vanraes gives his outlook on the macroeconomic and monetary policy picture against a backdrop of COVID-19 concerns.
Monthly Fund Commentary
Enduring Volatility
Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.
Monthly Fund Commentary
Recovery continues in Europe
Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.
Monthly Fund Commentary
China showing first signs of recovery
Lilian Co examines the past month’s activity in the Chinese equity markets against a backdrop of improving economic sentiment.
Monthly Fund Commentary
Onwards and upwards
Eric Sturdza reflects on the positive performance of the Sturdza Family Fund in July and looks ahead to the remainder of the year.
Monthly Fund Commentary
Signalling the start of recovery
Mitsuhiro Yuasa looks for the first signs of recovery in Japan as the economy starts to emerge from the COVID-19 crisis.
Monthly Fund Commentary
Japan: Seizing Investment Opportunities During Market Volatility
Mitsuhiro Yuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these.
Webinar
Resilient market optimism
Lilian Co comments on the thriving internet related retail and gaming industries, as consumers come to terms with the long path to normality.
Monthly Fund Commentary
The stimulus cushion
Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.
Monthly Fund Commentary
Investment in infrastructure to determine the direction of the market
Yutaka Uda explores the potential of job creation through investment in infrastructure and the impact on the future of the market.